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home
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Alphabet-A
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Updated: 3:12 PM EDT, May 1, 2026
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Was Artificial Intelligence (AI) Just the Biggest Hype Cycle of This Generation? Here's What the Numbers Actually Say.
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March 30, 2026
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After Falling Nearly 9% Last Week, Has Alphabet Lost Its Edge?
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Leidos Powers Up: $2.4 Billion Acquisition of ENTRUST Solutions Group Sets New Stage for Grid Modernization
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Nvidia (NVDA) Shares Slide 2.2% as Risk-Off Sentiment Grips the $4.4 Trillion AI Leader
March 30, 2026
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Via
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S&P 500 Tumbles to 7-Month Low as Middle East Conflict Intensifies
March 30, 2026
The S&P 500 (INDEXSP: .INX) suffered a bruising session on Monday, March 30, 2026, as intensifying military escalations in the Middle East sent investors fleeing for safety. The benchmark index...
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Billionaire Investor Bill Ackman Has Some Investing Advice Right Now: Buy the Dip on Quality
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Wall Street on High Alert: Labor Data to Define Federal Reserve's Next Move Amid Stagflation Fears
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PayPal's Great Pivot: Analysts Bet on 60% Recovery as 'Mid-Cap Innovator' Finds New Leadership
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As of March 30, 2026, the technology sector finds itself at a critical crossroads, and no company embodies this tension more than Meta Platforms, Inc. (NASDAQ: META). After a period of breakneck growth...
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NVIDIA Faces Geopolitical Firestorm: IRGC Targets Haifa R&D Hub Amid Middle East Conflict
March 30, 2026
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Light-Speed Listing: Xanadu Quantum’s $3.1B Nasdaq Debut Ignites a New Era for AI and Cybersecurity
March 30, 2026
The financial heart of the technology sector shifted toward the subatomic this week as Xanadu Quantum Technologies (NASDAQ: XNDU) officially began trading on the Nasdaq. Marking a historic milestone as...
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Nasdaq Overhauls Index Rules to Capture Mega-Cap IPOs: The Era of 'Fast Entry' and Phantom Market Caps Begins
March 30, 2026
On March 30, 2026, Nasdaq (Nasdaq: NDAQ) announced the finalization of the most significant methodology overhaul to its flagship Nasdaq-100 Index in over a decade. Set to take effect on May 1, 2026,...
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The Sovereign of Silicon: A Deep Dive into Nvidia’s $4 Trillion AI Empire (2026)
March 30, 2026
Date: March 30, 2026 Introduction As of early 2026, NVIDIA Corp. (NASDAQ: NVDA) has transcended its origins as a high-end graphics card manufacturer to become the undisputed architect of the global...
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Living Forever – AI Reaches Founders Circle Capacity; Secures Infrastructure Support from ElevenLabs, AWS, Microsoft, and Google Cloud
March 30, 2026
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Google's 2029 Quantum Deadline Puts Bitcoin Developers On Hot Seat
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March 30, 2026
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Statistically, These 2 "Magnificent Seven" Stocks Are Genius Buys, Based on a Time-Tested Valuation Metric
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Among Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla, there are two deeply discounted bargains.
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Prediction: Apple Will Be the Worst "Magnificent Seven" Stock to Own Between Now and 2030
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A trio of concerns are weighing on the company.
Via
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Is Now a Good Time to Buy Microsoft Stock?
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March 29, 2026
Microsoft just delivered another quarter of double-digit growth, yet the stock has lost more than a fourth of its value in 2026 alone.
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Alphabet Just Introduced Its Newest AI Advantage, and It's Another Reason to Buy the Stock
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Alphabet is leading the way in driving down AI costs.
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Meta, Google's $6 Million Loss In Social Media Trial Has Far-Reaching Implications, Says Gary Black As Mag 7 Stocks Underperform SPX
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Via
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Amazon's Zoox Is Building Momentum -- but Not a Business (Yet)
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Via
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World Trade
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